2024 Gift and Estate Tax Update
Taxation Section
Start Date - End Date
April 10, 2024
Registration Deadline
Tuesday, April 09, 2024
2024 Gift and Estate Tax Update
Wednesday, April 10, 2024
12:00 p.m. - 1:00 p.m.
Via Zoom
Klaralee Charlton of 3i Law and Naomie Pierre-Toussaint of Katz, Look & Onorato, P.C. will recap the notable legislation, case law, and treasury releases from 2023 that impact transfers subject to gift and estate tax and fiduciary income tax. Topics will include recent cases on special use valuation, intent of donors, and clarifications relating to charitable remainder trusts, treasury releases touching on IRC 2036, DAF charitable deductions, and disclaimers after the qualified period, and cautionary warnings on promoter activities.
Speakers:
Klaralee Charlton
Naomie Pierre-Toussaint
Cost:
$10.00
Applied for 1 CLE General Credit
Registration Fees
| Price Description | Amount |
|---|---|
| Non CBA Member | $15.00 |
| Non Sec Member | $10.00 |
| Student | $0.00 |
| Tax Sec Mem | $10.00 |
Available Functions
Speakers
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